CAHILL WEALTH MANAGEMENT, LLC

5831 Oakland Drive
Portage, Michigan 49024
Tel: 269-321-6600

About CAHILL WEALTH MANAGEMENT, LLC

CAHILL WEALTH MANAGEMENT, LLC, formally registered with the SEC as CAHILL WEALTH MANAGEMENT, LLC. The firm was established in 03/03/2005. They have over 1 offices throughout the country.

CAHILL WEALTH MANAGEMENT, LLC is a Portage, Michigan based Financial Planning firm with nearly $442,120,607 assets under management, offering retirement planning & investment advisory services to 1064 clients. The firm is staffed with 4 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	134508
SEC#	801-64009
Assets Managed by Firm	$442,120,607
No. of Clients	1064
No. of Advisors	4

Fee Structure

A percentage of AUM
Hourly charges

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses

Firm Client Information

	No. of Clients	AUM
Firm Total	1064	$442,120,607
Individuals (other than high net worth individuals)	38	$16,220,236
High net worth individuals	109	$425,900,371

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